IAG Wealth Partners, LLC - PRINCIPAL EXCHANGE-TRADED FD ownership

PRINCIPAL EXCHANGE-TRADED FD's ticker is PREF and the CUSIP is 74255Y888. A total of 1 filers reported holding PRINCIPAL EXCHANGE-TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IAG Wealth Partners, LLC ownership history of PRINCIPAL EXCHANGE-TRADED FD
ValueSharesWeighting
Q3 2023$20,890
-0.5%
1,2390.0%0.01%0.0%
Q2 2023$21,001
-0.2%
1,2390.0%0.01%0.0%
Q1 2023$21,051
-0.7%
1,2390.0%0.01%0.0%
Q4 2022$21,199
+0.9%
1,2390.0%0.01%
-14.3%
Q3 2022$21,0000.0%1,2390.0%0.01%0.0%
Q2 2022$21,000
-12.5%
1,2390.0%0.01%
-12.5%
Q1 2022$24,000
-4.0%
1,2390.0%0.01%0.0%
Q4 2021$25,0001,2390.01%
Other shareholders
PRINCIPAL EXCHANGE-TRADED FD shareholders Q4 2023
NameSharesValueWeighting ↓
PSI Advisors, LLC 132,488$2,223,0001.17%
IBEX WEALTH ADVISORS 153,730$2,580,0000.67%
NOTTINGHAM ADVISORS, INC. 245,738$4,126,0000.60%
BENJAMIN EDWARDS INC 93,926$1,576,0000.47%
Willis Johnson & Associates, Inc. 186,384$3,128,0000.46%
Advisory Resource Group 79,547$1,335,0000.44%
Covington Capital Management 604,728$10,147,0000.44%
Realta Investment Advisors 78,292$1,314,0000.34%
Community Bank, N.A. 131,990$2,213,0000.34%
Mechanics Financial Corp 21,903$368,0000.24%
View complete list of PRINCIPAL EXCHANGE-TRADED FD shareholders